Welcome to this review guide for the configuration and use of Database Fields. Requirements. Contact Us. Create a Database Fields index in ZyINDEX

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1 Welcome to this review guide for the configuration and use of Database Fields In this review guide you will learn how to configure Database Fields, which will enable you to store your manual key fields in a database, access your manual key fields from other programs, and - if using Microsoft ActiveX Data Objects (ADO) - use your own database for storing key fields Requirements ZyINDEX is installed. Make sure that MDAC (Microsoft Data Access Components) is up-to-date. Contact Us If you have any questions, please do not hesitate to contact ZyLAB. Full contact details can be found on the ZyLAB website - For support visit the ZyLAB support website - Create a Database Fields index in ZyINDEX Open ZyINDEX. Go to File > New. Define a Short and Long index name. For example, DBFindex Select Index Wizard. Click OK and click Next. 1

2 Select Database Fields. Read the warning. Click OK. Click Next until Step 5: Define fields. Select the Wizard button. 2

3 The Database Settings Wizard appears. The wizard allows you to connect ZyINDEX to Ado in order to access/manage data through an OLE DB Provider, ODBC or native provider. The ZyINDEX Ado.xml file enables the link between the ZyINDEX index(es) and the type of database that is being used. Click Next. Choose a type of database engine, the software component that is used to create, retrieve, update and delete data from a database. Click Next. 3

4 Select a Database Fields scenario from the dropdown listbox. Double click on the chosen Database Fields scenario. Select the table. The Fields for table appear. Double click on a cell to change it. It is possible to change the names of the fields, only the name and path fields (or guid) can not change because of the database connection. The values of the Id fields are used for the database values and for the fields.txt. To save and close, click OK. Click Close. 4

5 If you do not want to use the existing tables, select the checkbox Drop Existing Tables. Click Next. Before you can create a connection to a database, a database needs to be created. Click the Construct button. The Construct Connection string dialog appears. Define the connection method and choose one of the three following methods: Provider If you want to connect to the database using OLE DB as the connetion method, select an OLE DB Provider from the dropdown listbox. Dsn If you want to connect to the database using ODBC as the connection method, select a Data Source Name (DSN) from the dropdown listbox. A DSN is a data structure that contains the information about a specific database that an Open Database Connectivity (ODBC) driver needs in order to connect to it. It is created beforehand via the ODBC Data Source 5

6 Administrator program. Included in the DSN is information such as the name, directory and driver of the database, and, depending on the type of DSN, the ID and password of the user. SQLServer If you want to connect to the database using SQL Server as the connection method, select an SQLServer from the dropdown listbox. Click on the Retrieve Remote SQLServers button to collect all available servers. Click OK. Make sure the DatabaseFields.sql script to create a database is selected. 6

7 Define a Username and Password. This user is allowed to change the database and the tables within the database. or Select (if you selected MS SQL Server as the databaser provider) the checkbox Windows Authentication. Define the name of the database. Select the database that should be used. Choose from: Use existing Create new Create new and drop old The option "Use double quotes" is selected by default. This will minimize the risk of failure when generating the database. Click Generate. The database is generated. Click Next. Click Next repeatedly, until you can click Finish. You have connected a database with a Database Fields index. Now you can add documents to your index, and search them. A few comments on using the Database Fields index: If you want to search on a field, it must be from the Field Search dialog. For now, only exact phrases are found. You can solve this limitation by using an asterisk. 7

8 Editing fields directly in the database will update the Database Fields index straight away, and vice versa. If you want to export documents from a Database Fields index to another index, that index requires XML Wrapper fields. Make sure that users who are accessing documents via the web have enough access right to the fields database. If not, then the fields will not be displayed and field based searching will not work. Contact Us If you have any questions, please do not hesitate to contact ZyLAB. Full contact details can be found on the ZyLAB website - For support visit the ZyLAB support website - 8